Tacoma, WA Office

Madrona Financial & CPAs serves individual and high-net-worth clients, as well as charitable organizations and businesses, through discretionary portfolio management, financial planning, and consulting. The firm offers model asset-allocation portfolios built primarily with ETFs and also advises on alternative and real-estate-related investments such as Delaware Statutory Trusts (DSTs) and structured notes.

Madrona implements model-based investment strategies (Conservative, Moderate, Growth, Aggressive) and tailors account placement to a client’s full financial profile, taking into account holdings such as annuities and tax considerations. The firm routinely uses unaffiliated sub-advisers for specialized strategies and discloses that it may pass sub-adviser fees through to clients rather than absorb them.

Distinctive features include its affiliations with a CPA firm (Bauer Evans, Inc. dba Madrona Financial & CPAs) and an affiliated insurance agency (Madrona Insurance Services, LLC), with related accounting and insurance services available and insurance commissions disclosed as a potential conflict. The firm also provides DST-focused sub‑advisory and administrative services to other advisers, participates in sponsor-funded seminars and client events, and maintains multiple offices (six), all of which are less common among peer team firms.